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Sutton Wealth Advisors’s TSMC TSM Stock Holding History

Sutton Wealth Advisors’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$28.9K Hold
332
– – 0.01% 300
2023
Q2 		$33.5K Buy
+332
New +$30.9K 0.02% 277
2022
Q1 		– Sell
-1
Closed -$120 – 1719
2021
Q4 		$120 Buy
+1
New +$117 ﹤0.01% 1659
2018
Q4 		– Sell
-589
Closed -$26K – 1185
2018
Q3 		$26K Buy
+589
New +$24.4K 0.02% 493

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sutton Wealth Advisors's TSM Position: Q3 2023 in Review

Sutton Wealth Advisors held its TSMC (TSM) position steady in Q3 2023 at 332 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #300.

Sutton Wealth Advisors first reported a position in TSM in Q3 2018 and has held it in 4 quarters since. The position peaked at $33.5K in Q2 2023. 1,522 funds tracked by Wall St. Rank hold TSM as of Q3 2023.

  • Sutton Wealth Advisors held 332 shares of TSMC worth $28.9K as of Q3 2023.
  • Sutton Wealth Advisors left its TSMC share count unchanged in Q3 2023.
  • TSMC made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #300 holding.
  • Sutton Wealth Advisors first reported a position in TSMC in Q3 2018 and has held it in 4 quarters since.
  • Sutton Wealth Advisors's TSMC position peaked at $33.5K in Q2 2023.
  • 1,522 funds tracked by Wall St. Rank held TSMC as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.